The team behind Wealthscope are experienced wealth-tech enthusiasts who want to bring intuitive portfolio analysis and exceptional service to you. We want to innovate the wealth management industry with you as a partner.
Using our deep expertise in "Fin" and "Tech", we wrote the first line of code for Wealthscope in 2017. Since then, we have valued the feedback from many users and incorporated many good suggestions. We continue to uphold the highest professional and ethical standards in providing our services.
We take the responsibility of safeguarding your clients' data seriously. We use bank-level encryption (AES-256 bit) to ensure that your data is unreadable to unauthorized parties.
For enterprise clients, our API, iframe, and SSO solutions are customizable and integration ready. We can also ingest private fund data and include them in your analysis.
If you are an advisor looking for an integrated workflow with explainable analytics and a modern UI/UX experience, you have come to the right place. Please reach out for a demo.
Leadership Team
We are a bunch of WealthTech enthusiasts with a common goal of making portfolio analysis and planning modern, robust, and accessible.

Pauline Shum Nolan, PhD
Founder & Head of Product


Bruce Seago, MBA
CFO & Director


Preet Banerjee, DBA
Partner & Director


Simiao Zhou, PhD, CFA
Director of Research & Senior Software Engineer


Armaan Zaffino, BBA
Product & Client Success Manager


Rhys Collings, BSc
Frontend Software Developer

